401(k) · DOL Form 5500 · 2022

Weltman, Weinberg & Reis Co., L.P.a 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
528
Participants Below avg headcount
87th
Percentile by assets National rank
$85,692
Avg per participant Below avg balance/head
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Official DOL plan name: Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust · Sponsored by Weltman, Weinberg & Reis Co., L.P.a · Ohio · Professional & Technical Services

$45M in assets, 528 participants

Weltman, Weinberg & Reis Co., L.P.a's Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust reported $45M in total assets and 528 participants in its 2022 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,989 in Professional & Technical Services (21,562 peers)

Where Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust sits by assets

Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $45M for 528 participants (~$85,692/participant), down 15.1% in 2022.

#18,989
in Professional & Technical Services (21,562 peers)
-15.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$45,245,169 Top 13% higher than 87% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (528 participants).

DOL schedule card

Filing strip 341095923 · Weltman, Weinberg & Reis Co., L.P.a PY 2022 · 401(k)

Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust · $45M · 528 · 87th

  • BOOK $45M
  • BOOK 528
  • BOOK 87th
  • BOOK 401(k)
  • BOOK near Mitsubishi Polysilicon Savings and Investment Plan
  • BOOK ind #18989

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Ohio →

Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & TrustWeltman, Weinberg & Reis Co.…$45MMitsubishi Polysilicon Savings and Investment PlanMitsubishi Polysilicon Savin…$45MYount, Hyde & Barbour 401(k) & Profit Sharing PlanYount, Hyde & Barbour 401(k)…$45MJ. D. Byrider 401(k) Plan$45MMaui Medical Group, Inc. 401(k) Retirement Savings PlanMaui Medical Group, Inc. 401…$45M
End-of-year total assets ($M) among Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$45M
Net Income-$8M
Employer EIN341095923
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Weltman, Weinberg & Reis Co., L.P.a)

Sponsor-wide plan assets over time

All Weltman, Weinberg & Reis Co., L.P.a plans reported in each filing year

Latest sponsor-wide plan assets
$59M 29.391495918602935% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.3M $58.5M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 528 $45M
2023 1 537 $53M
2024 1 562 $59M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.045245169 · Participants: 528Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Mitsubishi Polysilicon Savings and Investment Plan in AL ($45M); by covered participants it is Patriot Transportation Holding, Inc. 401(k) in FL (528 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (528 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust declined sharply - down 15.1% during 2022, from $53M to $45M. Reported net income was -$8M.
How have Weltman, Weinberg & Reis Co., L.P.a plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Weltman, Weinberg & Reis Co., L.P.a's sponsor-wide assets grew 29.4%, from $45M to $59M.
Where does Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mitsubishi Polysilicon Savings and Investment Plan in AL ($45M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Weltman, Weinberg & Reis Co., L.P.a 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Patriot Transportation Holding, Inc. 401(k) in FL (528 participants, $31M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341095923.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.